Adding New Expenses to a Project via the Ribbon

Tip: An existing Expense Sheet can be selected from the Add Expenses multi-find window .

Click

The Add New New Expense pop-up window or in-line editor opens.

Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not. Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.

​ Figure 1: Add New Expense Form

Enter a description.

To change the Expense Sheet parent (if relevant), click and select the new parent from the Select Expense Sheet multi-find window.

Enter the expense category.

OR

Click and scroll to select a category.

Edit the work item as necessary.

OR

Click to select another work item.

Enter the local amount value and click to select a currency.

Enter the exchange rate.

Note: If necessary, set an exchange rate and amount with the corresponding currency.

Click the controls to define Billable and Reimburse settings.

Notes: Billable is set to ‘On’ ​b y default meaning the resource Cost and Revenue rates assigned are factored into Expected Costs . The Reimburse control sets whether or not any incurred costs are reimbursed.

Click

New expenses are added to the Expense Sheet.

Adding New Expenses to a Work Item via the Relations Panel

Note: When adding an expense to a milestone or to a task , Clarizen automatically generates an associated Expense Sheet if one does not exist.

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